Getting a clearer picture of how production is going and when deliveries will start will be nice, but if the Lucid Air lives up to these numbers, I like where they are headed. 1.080 HP, 500+ mile range, takes 20 mins to charge 300 miles, 0-60 in 2.5 secs
OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
I’m glad you guys are catching on to Elon’s game. But sadly no consequences. Guess that’s why the nickname fan boys.
I caught onto his game after SpaceX launched a Tesla into space and landed the boosters. I bet you wish you did too.
Let's see them actually have a car on the road. All of these delays are worrying me.
Good luck finding a charger that will do that.
I wish Lucid well, but I'm concerned about the demand for 6-figure luxury vehicles. Lots of competition, few customers. When they finally start production, their vehicles better hit those specs.
Why do you post on this thread? Stop being that guy.
I think a guy named Elon stole his wife. Only reason for such blind hatred.
Last I checked this was titled "OT: Stock and Investment Talk", not "Musk Genuflection"
It's just amazing what musk gets away with. Massive delays and no penalty. I'm still convinced the model lineup is stagnant with all the competition coming. I'd get the Porsche taycan now if I were in the model S EV marketand prefer the hummer to the cybertruck purely on form and function
So you want to penalize companies on the bleeding edge of technology for missing timelines? That's gonna do wonders for American innovation. I don't think you thought this out
David Koresh (Branch Dividians)…Marshall Applewhite (Heaven’s Gate)…just wait until Elon starts selling Alien Abduction Insurance with every Tesla…sad thing is some idiots would actually buy it…
I'd be fine if maybe 10% of their posts were somewhat positive. The trolls get on my nerves at times.
At some point you have to deliver on schedule to meet the valuation. No other companies get free passes like this.
Walmart and others are going to feel the brunt of this, going to hurt 4th qtr with suppliers already demanding increases and a struggle to get goods here on time.
There are less and less sailings going to the east coast, space is tight and costly. East coast based warehouses sending goods to seattle/oakland/LA at same cost (obviously should be less with shorter route) and using costly 3rd party warehouse, also using costly rail, etc.
Now $20k per container from virtually all ports in China. Even more from Ningbo/Shanghai. Imagine a furniture company putting only 18 sectionals in a 40' container.
Couple quick reads on it
www.lloydsloadinglist.com
lloydslist.maritimeintelligence.informa.com
There are less and less sailings going to the east coast, space is tight and costly. East coast based warehouses sending goods to seattle/oakland/LA at same cost (obviously should be less with shorter route) and using costly 3rd party warehouse, also using costly rail, etc.
Now $20k per container from virtually all ports in China. Even more from Ningbo/Shanghai. Imagine a furniture company putting only 18 sectionals in a 40' container.
Couple quick reads on it
Congestion worsens at US west coast ports - Lloyd's Loading List
Various reports indicate that the numbers of containerships waiting at LA and Long Beach have risen again to more than 40 vessels, with no expectation of improvements in the near term
Record congestion on US west coast behind rates freeze
<p>A logjam at the world’s key loading and discharge ports is worsening supply chain interruptions that are driving shortages in manufacturing and lifting costs that fuel inflation</p>
lloydslist.maritimeintelligence.informa.com
You clearly don't know the history of disruptive technology or perpetual corporate welfare. Tesla will be at an annual run rate of 1 million vehicles/ year by Q4 (possibly Q3). They're delivering, and much more than any other EV manufacturer.
Supply chain issues and inflation getting crazy. I bought grass seed today and the 50 lbs bag I paid $150 for the past 3 years was now $220. The supplier said landscapers are losing their minds this Fall. Prices for Construction/housing supplies from paint to larger items like pre-form foundation panels are increasing every month so builders are in a serious pinch. The Colombian restaurant down the street jacked up prices by 40% on many dishes. No way I’m paying $25 for an entree largely made up of rice and beans. I could go on but I’m sure I’m preaching to the choir.Walmart and others are going to feel the brunt of this, going to hurt 4th qtr with suppliers already demanding increases and a struggle to get goods here on time.
There are less and less sailings going to the east coast, space is tight and costly. East coast based warehouses sending goods to seattle/oakland/LA at same cost (obviously should be less with shorter route) and using costly 3rd party warehouse, also using costly rail, etc.
Now $20k per container from virtually all ports in China. Even more from Ningbo/Shanghai. Imagine a furniture company putting only 18 sectionals in a 40' container.
Couple quick reads on it
Congestion worsens at US west coast ports - Lloyd's Loading List
Various reports indicate that the numbers of containerships waiting at LA and Long Beach have risen again to more than 40 vessels, with no expectation of improvements in the near term
Record congestion on US west coast behind rates freeze
<p>A logjam at the world’s key loading and discharge ports is worsening supply chain interruptions that are driving shortages in manufacturing and lifting costs that fuel inflation</p>
I knew I struck a nerve. Sorry to be that guy. I don’t believe in ignorance is bless.
Possibly Q3? You think they’re going to deliver over 400k in Q3?
Belly is right, Telsa projected to deliver over 250,000 vehicles by Q4 2021. BTW, Austin and Berlin factories are opening by the end of this year/early next year.
Please, no facts in this thread. Some don't like them. :)
As per Cramer:
Hut 8 Mining Corp.: “Blockchain company, they’re a dime a dozen, unfortunately. I wish it were more special than that. I don’t think you have anything proprietary with that company. Go buy some Ethereum.”
Cramer's lightning round: 'Go buy some Ethereum' instead of Hut 8 Mining
"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questions at rapid speed.
Stop posting. Reread and think:
" Tesla will be at an annual run rate of 1 million vehicles/ year by Q4 (possibly Q3)."
But that’s what Musk said. Goes back to my point the fan boys are so willing to move the goal post.
Belly is a smart guy. He knows how to word his post to fit the agenda. The 1mm delivery in 2021 was said by Musk. Belly helped him by changing it to “run rate”. LOL
No. Annual run rate of 1 million/yr would occur when they hit 250K/Q. There's an outside shot for Q3 based on the August numbers out of Shanghai. Q4 highly likely IMO.
I agree with you that there is a very good chance Tesla delivers 250k cars in Q4. But the only articles I can find all says Musk projecting 1mm in 2021. Can’t find anywhere Musk said “run rate”.
Link?
I don't recall Elon saying anything about run rate or 1 million in 2021. There was a lot of speculation after the Q1 #s if they could hit 1 million this year, but I don't believe Elon made a statement about it.
The only guidance I heard from the Tesla team was they expect annual growth to exceed 50%. This was said in both the Q1 and Q2 earnings calls this year, and Q4 last year.
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Thanks.
Austin is looking great. Berlin has me a tad nervous. The amount of bureaucracy and red tape in Germany is ridiculous. Berlin broke ground first, but I think it's likely the first Model Y rolls out of Austin.
For reference, the "new" Brandonburg Berlin Airport was bogged down in red tape for nearly a decade. The airport’s initial opening date was November 2011. First actual flights? October 2020. Crazy 🤪
Given that chip shortage's have restricted all the major car manufacturers, the fact that Tesla, the most chip intensive car in the world, continues to grow at the rate that it has, in this environment, is pretty impressive.
Their growth rate is very impressive, yes, even moreso given the environment.
